LEGACY FINANCIAL Advisors, INC.

Michael Maisel is a financial advisor at Legacy Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Legacy Financial Advisors, he worked at Fidelity Investments and has experience in freelance media production through his sole proprietorship, MJM Productions. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm uses a proprietary, goal-oriented planning process and emphasizes diversification and tax management, offering discretionary asset management and tailored planning services.

Lars Meiman is a CFA® charterholder with six years of experience in the financial industry. He has worked at Legacy Financial Advisors since 2020 and previously held positions at Merrill Lynch, Fidelity Investments, and The Kroger Co. Outside of his advisory role, he assists with his family's small business, working approximately 10 hours per month in warehouse and order fulfillment activities related to flag and banner production. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, goal-oriented planning process that informs a diversified asset allocation framework and offers strategies including tactical, alternative, and independent manager investments.

Robert Kuhnhein is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Legacy Financial Advisors, Inc., where he has worked since 2019. Prior to that, he held positions at Truepoint Wealth Counsel, Randolph Co Inc, and Opus Capital Management. Since 2018, he has served as Treasurer for the Campbell County Red Devils Athletic Club, a nonprofit organization supporting youth football and cheerleading. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm employs a goal-oriented planning process that guides an asset allocation framework focused on diversification, tax management, and defined outcome strategies such as the Legacy Protected Outcome Portfolios.

Robert Scroggins is a financial advisor with LEGACY FINANCIAL Advisors, Inc., holding a Series 66 credential and 20 years of industry experience. He has worked at Legacy Financial Advisors since 2006 and previously spent ten years with Triad Advisors. Outside of his advisory role, he owns and manages ScrogginsGrear, Inc., a consulting and certified public accounting firm. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, and business entities. The firm employs a goal-oriented planning process and diversified asset allocation, offering discretionary management and specialized strategies such as the Legacy Protected Outcome Portfolios.

Paul Sartori is a financial advisor with Legacy Financial Advisors, Inc., holding a Series 63 designation and over 40 years of industry experience. He has worked at Triad Advisors since 2011 and has been with Legacy Financial Advisors since 2006. Outside of his advisory role, Sartori serves as a trustee for multiple trusts on a non-compensated basis. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, and business entities. The firm employs a goal-oriented planning process with an asset allocation framework focused on diversification, tax management, and defined outcome strategies such as the Legacy Protected Outcome Portfolios (POPS).

John Wildern is a CFP® professional with 24 years of industry experience, currently serving at Legacy Financial Advisors, Inc. since 2024. His prior experience includes roles at FORVIS Wealth Advisors, Fidelity Brokerage Services, and NorthCoast Asset Management, among others. Outside of his advisory work, he is president of LIFE Advisor Group, a business consulting firm. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a goal-oriented planning process and diversified asset allocation framework, offering discretionary asset management that includes tactical, alternative, and independent manager strategies.

Mitchell Lampert is a financial advisor at LEGACY FINANCIAL Advisors, INC. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors and The Vanguard Group, Inc. prior to his current roles. LEGACY FINANCIAL Advisors provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm uses a proprietary, goal-oriented planning process with an asset allocation framework focused on diversification and tax management, and offers strategies including the Legacy Protected Outcome Portfolios (POPS).

John Smith is a financial advisor with LEGACY FINANCIAL Advisors, Inc. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. He is also Chief Investment Officer and Partner at Edge Financial Advisors, LLC, where he has served since 2006. LEGACY FINANCIAL Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, goal-oriented planning process with an emphasis on diversification and tax management, and offers specialized strategies including the Legacy Protected Outcome Portfolios.

Michael Maisel is a financial advisor with Legacy Financial Advisors, Inc. in Covington, KY, holding a Series 63 designation and 25 years of industry experience. He has been with Legacy Financial Advisors since 2006 and has also worked at Triad Advisors since 2011. Outside of his advisory role, he is a part-owner of Bridge Partners, an insurance solutions provider for advisors, and Financial Fitness Powered by Legacy, an education-focused company. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk management advice to individuals, families, trusts, and business entities. The firm employs a goal-oriented planning process and diversified asset allocation framework, including tactical and alternative strategies, and offers the Legacy Protected Outcome Portfolios to seek defined investment outcomes within client risk parameters.

Michael McWhinnie is a CFP® professional with 24 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc. and has worked at Legacy and Triad Advisors since 2018, following an 18-year tenure at Fidelity Brokerage Services, LLC. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, goal-oriented planning process and offers diversified asset allocation strategies, including the Legacy Protected Outcome Portfolios (POPS), which aim for defined outcomes within client risk parameters.

Justin Brown is a CFP® professional with 19 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc. and Triad Advisors, Inc., where he has worked since 2014. Brown advises clients on investment and planning as well as insurance needs. Legacy Financial Advisors, Inc. offers financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, and business entities. The firm employs a proprietary, goal-oriented planning process and emphasizes diversification and tax management through a range of investment strategies, including their Legacy Protected Outcome Portfolios.

Matthew Aquilia is a CFP®-certified financial advisor with 13 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc. and Triad Advisors, Inc., where he has worked since 2015. Outside of his advisory role, he serves as a youth soccer referee. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, and business entities. The firm employs a goal-oriented planning process that guides asset allocation across capital preservation and growth sub-portfolios, emphasizing diversification and tax management.

Seth Sanborn is a CFP® professional with 18 years of experience in the financial services industry. He has been affiliated with Legacy Financial Advisors, Inc. and Triad Advisors, Inc. since 2013. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, goal-oriented planning process that guides a diversified asset allocation framework and offers specialized strategies such as the Legacy Protected Outcome Portfolios (POPS) to address client risk parameters.